Index solutions | UBS Austria

We offer a wide range of index strategies across asset classes. We cover traditional, alternative beta, environmental, social and governance (ESG), commodities, multi-asset, real estate and emerging market debt. These are available via a variety of instruments – from exchange traded funds (ETFs) and pooled funds to segregated & customized mandates.

Minimum size typically USD 100 million
High degree of Customization
Global client coverage

Customized solutions

If you require a more bespoke approach, we can tailor a portfolio solution linked to a broad range of benchmarks, from mainstream regional and global indices to highly customized solutions, all supported by our proprietary technology.

Our traditional index funds aim to deliver the return of the underlying benchmark with very low tracking error by controlling risk and maximizing value. Examples include alternative beta strategies, which generally track an index whose methodology is driven by some rule or factor(s) other than simple market capitalization, or our Climate Aware solution, which has been designed to capitalize on the long-term transition to a low greenhouse gas emissions economy.

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Partner with one of the world’s largest ETF managers with the expertise to deliver a wide range of solutions to meet your needs, and experience earned from over 35 years of excellence.

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Wide product shelf and customizable solutions

We offer a wide range of index strategies across asset classes. However, we also specialize in providing customized solutions (more than 50% of our invested assets).¹

Expertise in alternative beta

We have developed our core in-house alternative beta analytical framework. This allows us to research, analyze, blend and implement alternative beta portfolios for our clients.

Tech-driven portfolio construction

Our scalable and proprietary systems allow us to create portfolios that incorporate clients’ objectives, balance risk budgets and trading costs, and can fully integrate ESG factors.

Innovative approaches to product

We bring innovative solutions to clients based on extensive rules-based research. This includes intelligent indexing, alternative beta, and our UBS Climate Aware strategy.

Sustainable capabilities

We are committed to providing our clients with an offering to meet their evolving sustainability needs. We offer a range of investment approaches across asset classes, including exclusions, screening, stewardship, ESG integration and customization.

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Deep global resources, cost-effective solutions

We have a global presence in all major trading hubs. This is combined with strong relationships with both traditional and non-traditional index providers.

Where expertise meets scale

Index strategies that provide investment choice across asset classes

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Note: This is not a recommendation to sell or purchase any security. For marketing and information purposes only. Not all offerings are available in all jurisdictions.

¹UBS Asset Management. Data as at 30 June 2024. AUM includes UBS-AM and CSAM.

Whether you have a question or a request, we will be happy to get in touch with you. Contact our UBS Asset Management team for more details.